Phillips Financial Planning

Gary is both a Chartered Financial Planner and a Certified Financial Planner. He provides financial planning advice and directly manages relationships with our valued clients. Gary is keen to deliver an excellent service and exceed client expectations where possible. Gary lives in Warrenpoint with his wife, Brenda and 3 children. The family take up much of his personal time, though he still manages the occasional round of golf at Kilkeel Golf Club where he is a long-standing member.

Having worked in financial services for over 20 years, including well over a decade as a Financial Planner, Gary feels fortunate to have found his true vocation. As an accredited Chartered Financial Planner and Certified Financial Planner, Gary is both academically and practically qualified to provide a comprehensive financial planning service at the highest level.